|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Ellenbecker Investment Group Inc
✚
|
|
|---|---|
| CRD # | 173851 |
| SEC # | 801-80600 |
| CIK # | 1731497 |
| AUM | $948.7 MM (98% Disc, 100% US, 2020-03-03) |
| Employees | 28 (43% Investors, 0% Brokers) |
| Phone | 262-691-3200 |
| Address | N35 W23877 Highfield Court Pewaukee, WI 53072 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AGG | 21.5 | ||
| IWF | 18.5 | ||
| SDY | 11.3 | ||
| IVV | 8.8 | ||
| VO | 8.5 | ||
| VB | 8.0 | ||
| IGIB | 7.2 | ||
| VEU | 5.9 | ||
| IWD | 5.0 | ||
| BSV | 3.0 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.0 |
|
First Affirmative Financial Network LLC
✚
|
CO | 1.0 |
|
AFAM Capital Inc
✚
|
TX | 1.0 |
|
SVB Wealth Advisory Inc
✚
|
CA | 1.0 |
|
Bogart Wealth LLC
✚
|
VA | 0.9 |
|
Century Securities Associates Inc
✚
|
MO | 0.9 |
|
FFP Advisory Services Inc
✚
|
MO | 0.9 |
|
CTC Consulting Inc
✚
|
OR | 0.9 |
|
Jamison Eaton & Wood Inc
✚
|
NJ | 0.9 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 0.9 |